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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

ALIT holding history

Alight, Inc. / Delaware in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ALIT overviewAll 13F holders of ALITFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2024
Holdings of ALIT by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−63,167−100.0%Sold outHolders
Q4 202563,167$123.2K<0.1%−1,450−2.2%ReducedHolders
Q3 202564,617$210.7K<0.1%+21,463+49.7%AddedHolders
Q2 202543,154$244.3K<0.1%+25,328+142.1%AddedHolders
Q1 202517,826$105.7K<0.1%−3,405−16.0%ReducedHolders
Q4 202421,231$146.9K<0.1%+9,941+88.1%AddedHolders
Q3 202411,290$83.5K<0.1%+143+1.3%AddedHolders
Q2 202411,147$82.3K<0.1%+1,146+11.5%AddedHolders
Q1 202410,001$98.5K<0.1%+10,001NewHolders